Groups Gravity Forms

This extension integrates Groups with Gravity Forms. It allows to add users to groups automatically, based on form submissions.

Requirements

You must haveGravity Forms and the Groups plugin installed and activated on your WordPress site. Some of the integration features require Gravity Forms Add-Ons which are only available to those who have a Gravity Forms Developer license.

Features

A new Groups settings section is provided for each form, where automatic group membership assignments can be determined.

Group Memberships based on Form Submissions

Add users who submit a form to one or more groups

Add users to groups based on a form field

For each form, one or more groups can be chosen that a user who submit the form will be added to.

A form field can be used to determine which groups the user will be added to.

Limitations

Support for Subscriptions is to be considered in beta/experimental stage. This is mainly due to the fact that subscription expirations are based on incoming IPNs and that these do not necessarily correspond to the actual end of term of a subscription.

PayPal Pro subscriptions are not recognized as expired.

The PayPal Payments Pro gateway is not ‘officially’ supported as exhaustive testing has yet to be performed with this extension using the gateway.

Demo

Download

147 Responses to Groups Gravity Forms

Hey, I have a question about using the Groups Gravity Forms plugin for creating new users.

I’d like to create a form which allows users to create a user account for other people. For example, an IT coordinator might create an account for someone else in their business.

My question is whether it’s possible to select the group that someone is added to automatically. For example: If someone from Group A creates an account for someone else, the new user is added to Group A as well (without having to choose any extra options); but if someone from Group B creates an account, the new user is added to Group B.

a) Protect Form A which automatically assigns users to Group A using Groups’ [groups_member group="A"] …(form goes here)… [/groups_member] shortcode.
b) Protect Form B in the same way but using group “B”.

Details on the shortcode are documented here. Alternatively you could use Groups’ other access control features, e.g. put the forms on protected pages or within protected blocks. You will find details on those also on the documentation pages.

Hello Kento,
I have been using the Gravity Form Developer/Groups combination to automatically register users and add them to existing Groups (I create the Groups ahead of time) based on form field. Users were never logged in, as this form was being used to register them on the website. This has worked well for me for the last several years, but about a month ago, it quit working.

The User Registration still happens, but they are not being added to the group. My configuration has the Enabled box checked in the Group Membership for Form Submissions section and has the field selected. Additionally, the Enabled box is checked for Group Membership for User Registrations, but the groups have been left empty, as I need this to be driven off of the field.

Has there been a change to your code? Please let me know if there is something I can do to restore the User Registration/Groups Based on Form Submission to automate my registration process.

From our side there hasn’t been any change and based on how you have set things up and that it did work before, I would assume there might be a conflict created by something else. Did you install or update any other plugin that might be related?

We’ve been using this plugin, along with gravity forms registration, to create users and add them to a group. We also need a form that can update existing users, and add them into the group.

The gravity forms “update” form lets us change the user’s role, and other meta, but not their ‘group’. The “groups” settings for the form lets us add the person who fills out the form to the group, but not the user who the form is updating.

How can we create a form to update an existing user to be a member of the group?

Would using the [groups_join] and [groups_leave] shortcodes be an option? It could be if the user is allowed to join or leave groups by own choice. If not, we would need to first add the functionality to the integation.

Thanks for the response. Unfortunately those shortcodes do not solve the problem, since the person filling out the form to update a user is not the user themselves. If the [groups_join] shortcode had an input for user ID, then it might work.

For the gravity forms “new user” form, the groups plugin lets us target the user the form is modifying, not the one who is filling it out. We need to be able to do the same thing for existing users modified through the form, not just newly created ones.

I’ve been poking around in the PHP for the plugin, but haven’t found the right hooks to modify to make it work for the “update” form, like it already does for the “new user” form.

Ok in this case it would really have to be integrated with the update form – if you would like to extend it yourself until we have this in the integration itself, I can also recommend to have a look at how the group assignment is edited in Groups itself. You can find this here in the repo and the suitable action for Gravity Forms would be gform_user_updated I suppose. We should add this to the plugin but if you’re quicker then I think this will help you implement it.

Is there a snippet of code you can provide that would allow this plugin to create a new group from the assigned Gravity Form field? I simply want a group name to match the post ID of the page it’s being submitted from.

We need it so that when users submit a Gravity Form they’ll have access to downloads on that page.

We needed the groups dynamically created by the Post ID when a Gravity Form was submitted, which I modified code that allows me to do this. Now when the Gravity Form is submitted it automatically creates a new Group based on the Post ID the submission is from and automatically adds the submitting user to that group.

I need some Custom Development work done though, because I modified the Shortcode for hiding/showing content based on if a user is in a group or not. If Groups ever updates, I’ll lose my customization. I’ve tried to reach out for custom development to implement this, but never heard back.

Instead of hacking the core code of the Groups plugin, please rather use a dedicated plugin and shortcode – it’s much easier to maintain and you don’t even need any customization done which you would likely have to pay for. As you already got as far as adapting the shortcode, simply derive a new shortcode and use that instead, similiar to the groups_cmember shortcode implemented in this plugin: https://github.com/itthinx/groups-cmember

Hi,
You code create a group, but not assign the user to the group.
Please try this:
– Remove the custom code added.
– Add this configuration in your form: http://tinyimg.io/i/V5V8jOh.png
Now the registered users throw this form should be added to the group indicated in the “Indicate your group” field (you can indicate the form field that you want).
Kind Regards,
Antonio B.

I have bought your plugin ” Groups Gravity Forms ” on CodeCanyon. I am working on a site where a from will have an input field ( Let´s name it field A ). Field A will be filed up dynamically. I want groups to create a group with the same name of Field A autometically and put eh. The users who will fill up the form will be registered on the same form with gravity forms mempership addon.

So I’ll fill up the form and Field A will populate dynamically- > I will be registerd as an user- > I wil also be inside the group newly created.

But before everything I want to somehow skip the step ” Go to Groups and click New Group. “. Because the Field A will populate dynalically and it can be simply anything.

Hi TRay,
You have available this code. Really I have not tried this with the last version.
With this code, new user should be added to the groups indicated in the field ‘groups’ of the form (separated by commas).
Kind Regards,
Antonio B.

Hi DE KORVIN,
Sorry for the inconvenience. I will try to help you with the configuration.
When you install the plugin, you should have a new setting panel in your forms. Please have a look at the setup documentation page.
If you still have a problem, please let me know by using the forums or sending an email to antonio[at]itthinx[dot]com
Kind Regards,
Antonio B.

I am looking for a solution where a user can register using custom fields. After the user has logged in, the user can add his people to form some kind of a community, the user’s community can optionally be added as other user. Can Gravity forms achieve this

Hi George,
I think our plugin does not do what you are looking for.
With Groups Gravity Forms you can assign users to groups according to a field in a form, but nothing related to creating communities.
Kind Regards,
Antonio B.

This is a follow up to pre-purchase question left over at CodeCanyon, reproduced below. We’ve now purchased the plug-in and would like to make the following minor adjustment:

-Original Question:

We need a script that automatically creates a new group when a user submits a Gravity registration form. So, in principle, John registers as a user, and a group called “John” is automatically created. Is this possible?

–itthinx Response:

Hi, although this isn’t currently supported, it could be added but the usefulness would depend on what you’re expecting to happen with the group after a user has been allowed to create it. If the user is allowed to add a group from the front end, would you also assume the user is able to add or remove members, restrict content, etc?

– Our response:

After the group is created, no further front end group capabilities are required or desired. The idea is that the group is simply created by submission of the form. Later, other users should be allowed to join the group by submitting a registration form and inputting the word “John” into a field built-in for that purpose.

Hi Sonny,
I have created this code, that you can use. You need to change the $entry[‘1’] to $entry[‘2’], $entry[‘3’], … according to your group’s name field position on the form.
Kind Regards,
Antonio B.

Hi Antonio, thanks for this. We’ve got the code working properly now, with the exception of the following:

We have a form field where certain users may enter a group name in order to be added to that Group upon submission. This is working perfectly. But we want the form to refuse submission where a user enters an incorrect, or non-existent, group name to that field.

How can we query whether a string (e.g., entry[‘1’]) belongs to the class of all existing group names?

1 Pre-sale Question: I need to create a new group (asci string) created when a user completes a particular gravity forms (vs selecting a group), then of course be added to that group. Built in or quick code fix?

Antonio, can you please elaborate a bit on how to go about doing what Nick Kraemer was asking for? I need the exact same functionality (and it seems a lot of others do as well, judging by the number of times it’s been asked)…. thanks

Hi, I have a scenario where I want a user to “switch” groups based on the forms they submit, the keyword there is “switch”. I can’t seem to find the option to automatically remove a user from a group when they are added to a new one. How can I achieve this?

Hi Tich,
sorry, this option is not available. You could use the ‘groups_created_user_group’ filter in the Groups API, to remove the user from the other groups when the user is going to be added to a group.
Kind Regards,
Antonio B.

Yes, the link wasn’t the good one, but the problem doesn’t change. The documentation only give clues about givin’ the opportunity to join one group throught a form.
We need ours costumers to be able to chose more than one group.

I’ve changed the restriction to the access, the page is now public, you should be able to see it
however, the field is already a multiple one.http://imageshack.com/a/img923/8502/xYj4Qo.jpg
The point is that I have other fields in that form and the users can’t select a group in more than one field.
Thanks for the help

We have a Gravity Forms multi-select field where values match group names exactly. When users register for a membership they select the groups they need and are subscribed. We find there are a couple of cases where this is failing to place users in a group. Example site:

http://silvercrested.com/ -> click on “register” button to see form in modal window. The Groups are all property names. The one in question is Arlington Cove and the value is “Arlington Cove”. The group name is also “Arlington Cove”. Is there any way we can use ID’s as form field values instead of the names? What else can we do to test this?

Hi Leland,
It should work fine, please check that your group name hasn’t whitespaces at the beginning or end. Also you can test selecting only this group and/or with another groups.
If the problem persists, you can send me dashboard credential to antonio at itthinx dot com and I’ll have a look at your settings.
Kind Regards,
Antonio B.

Hello
I am using this plugin for Gravity Form User Registration and the groups gravity plugin under the following scenario: We have a WP page that is only available to certain logged in users, (our sales team) the sales team use a gravity user registration form on this page {note: form setting “Require user to be logged in = yes”} to add new customers to our site. The user registration form has groups mapped to a multiselect control to identify one or more groups that we use for woo commerce. The sales team user (who is logged in as themselves) checks one or more of the groups and fills out the other information and submits the form. Under this scenario the new account is created correctly in all respects except for the group(s) The issue I am experiencing is that the groups selected for the “new user” account being registered are actually being updated to the sales users account (i.e. logged in users own account). I have verified that if I remove the logged in requirement and the form is used by a non logged in user the new user accounts are registered with the groups correctly.
My Question: Is there a setting I am missing that would make the groups be applied to the account being newly registered and not the person creating the registrations(submitting the form)?… it appears that section 2 of the Group Settings area may be for this but it does not have the same ability to reference groups based on a form field for example “Add users being registered using this form to groups based on a form field?”
Catch is we need the sales person to be logged in as the form has private info and instructions specific to them/logged in user…

Please let me know if I need to explain this differently… any pointers appreciated!
Cheers
Bridget

PS I think you may find Ana (comment from January 27) has the same issue and if she looks at her administrators user account she will see the groups have been added against the admin account for the users that she was registering while logged in as the administrator (if that makes sense!) …. in other words the plugin is adding groups to the logged in users account and not the new user being registered

Thanks for the detailed explanation, that makes it easy to respond. Your requirement as I understand it, is that you can add new users from the front end using forms handled through Gravity Forms and that these new users can be added to specific groups based on a form field. The integration adds users who submit a form to groups, but it does not allow another user to add someone to groups based on that. Given that your requirement makes sense in the generic case where someone wants to allow some degree of front end administration for users accounts, I would suggest to consider this to be added to the integration as an option. I can’t promise if it is feasible or when exactly we will add this feature, but we’ll review the possibility as soon as possible. I hope that helps, is it an option to have your sales team members request an admin to have the new users added to the groups meanwhile?

Hi Kento, thanks for getting back to me – yes please review this as an enhancement request. You have understood the requirement correctly and confirmed what I suspected on testing and documentation review that it is not currently available. The key to the requirement being 1. the user submitting the form is logged in, 2. they use a gravity form field (1:M values are selected) which we map as groups, and 3. the user the form is being submitted for and to whom the groups are to apply to is not the logged in user (form submitter). In regards to your suggested option, unfortunately this is exactly the current workflow which we are trying to alleviate 🙂 – i.e currently we add the user in an unapproved state {group set-up is required before account can be finalized}, notifications fire off to an admin to manually set-up the groups, manual user approval is actioned and user (sales rep & new account user are notified)… we are trying to “plug the gap” and make things more efficient as technically the manual step is redundant in our process and diverts someone from their current tasks to initiate the approvals etc… it also stops the sales rep placing the first order for the new account “on the spot” which is kind of their bigger issue with the whole process… to them we are holding up their sale! Anyway thanks in advance for the consideration – if you need any more clarifications/ scenarios etc just let me know.

We have a multi select field on a new user registration form that allows new submissions to select user groups to join. What values get matched from the form field to the user group to accomplish this group assignment? There is no documentation for this. Is it the form field value and the group slug? Or is it the form field value and the user group title? We are observing that sometimes this assignment fails and I assume its due to the matching not working properly. Please advise.

Is there a way under the “Form Submission” part of the plugin, to have a new user assigned to a group without being logged in? I want a new user to be added to a group of their choice based on a form field selection on the new user registration form. It is assumed when submitting the form, the user will not be logged in. The plugin instructions indicate a user must be logged in when the form is submitted.

The User Registration section below will not work for my application, because I want the user to choose their group when registering. Otherwise, to use that option, I would have to make a different form for each group. The functionality I need is to have the same form field selection capability under the “User Registration” section.

We’re using Groups and Groups Gravity Forms to build a new membership site and are wondering if there is a way (ideally, a short snippet added to our custom child-theme’s functions.php file) to automatically redirect a specific URL on the site based on the logged in user’s group (capability). For instance, a user in group 1 who clicked on the link to “http://oursite.com/dashboard/” might be redirected to a page with the url “http://oursite.com/dashboard1/” while a user in group 2 who clicked on the same link might be redirected to “http://oursite.com/dashboard2/”.

Depending on your road map for groups, I could imagine this as a useful extension accessible as a group of group redirection rules accessible through WP admin, but for now, we could make do with something less.

I’ve just bought Groups plugin for Gravity Forms and it looks great. But I have a problem. When I register a new user from the Registration Form, the form assignes correctly the group. But as is a private site, it’s neccesary to login previously, and if I log in as administrator and send the Registration Form, the Group is not assign.
Can you help me? Thank you.
Ana M

Sorry, I think I have not explained correctly the problem. In my site, only the administrator can register users. If you leave the web open (members only deactivated) , and goes to the registration form , the new user I register is included correctly in their group. But if I have closed the web (login page at home) , for members only , and I login as an administrator, when I fill the registration form did not classify the new user in the group. Do you speak Spanish? Thanks Antonio .

Hi Ana,
When you add a new user from the dashboard (Users->New user), you can’t set the groups from the form, but above the users tables (Users->All Users) you have a bulk action to add to groups. Or you can do it editing the user.
Yes, I speak Spanish, but support is only available in English, sorry.
Kind Regards,
Antonio B.

I’ve realized it was because I added all groups to the above selector thinking that would activate them for use with the custom field option. Possibly confusing description. When I removed all of the groups then the custom field selector only added what we needed. Thank you!!

We are seeing a problem with the Gravity Forms Groups plugin to place new registrations in groups chosen from a multi-select. When I choose 2 or 3 groups from the multi-select field it adds the user to ALL groups. Is this issue with the multi-select? Do I have to use checkboxes or simple dropdown instead? Please advise.

I’ve tested with the latest versions of all related plugins and don’t get the same issue you describe. With a Multi Select field for example, I have three values Red, Green and Blue (and groups named like that exist). I have that field on a form along with an email field and the field is enabled for user registration. After submitting, the user is registered and belongs to only those groups selected. Can you please share details on how you have set up your form? Also can you please provide a URL to where the form is displayed?

Is there any way to combine the feature where it adds users to groups based on checkboxes in Gravity Forms, and the payment option? In other words, only once confirmation of payment is received they’ll be added?

As it stands, everyone was getting added based on their checkboxes, giving them access even if they haven’t paid. For now, I had to turn off the first one and just put people who paid into a “paid” group, then go back and manually add them to groups based on checkboxes.

If this isn’t already built in somehow, another thing that would solve this problem is giving the option to block access to a page by saying a user must belong to group X AND group Y. Then we could say they must belong to Group X & the “paid” group.

I’ve just seen your comment over on CodeCanyon, too – could you please supply the exact settings you are using? Also if you can grant admin access to the site please provide it to support at itthinx dot com and make sure to include a link to this conversation.

The form has the Paypal extension connected; in production mode; transaction type is Subscription; when someone does complete Paypal it IS successful.

The problem is if someone exits Paypal without paying, they are still put into the group “Paid” when the checkbox in the screenshot above is checked. Does the cancel URL matter? Currently the cancel URL is set to return back to the form again.

In case it matters, the user has already registered and is signed in before accessing this form. If you need any other info let me know. Thanks!

Thanks for the screenshot, I’ll need to see the form setting, user registration settings, etc. too. Anything related to the process. I’d be easier to just have a look at the admin side and be able to run a test. Alternatively you can set up a staging site and give access to that.

Thanks… I’ll have to get back to you in a week or two. Can we handle the rest via email? They are actively signing people up right now so I don’t want to mess with the live site at the moment (it works, just doing what I thought your plugin would do manually.) I could make a staging site, but that could be difficult to match with Paypal’s IPN url etc.

Is it possible to have a Gravity Form submission notification be sent to different people based on which group the form submitter is in? For example, the site I am working on will have numerous language teachers, each with their own students. I wanted to have each ‘class’ of students be a group, and when they sent in a weekly language report, it would automatically go to their own teacher. You can do this with gravity forms on its own, but it’s a lot of extra work, if I’ve already got them in groups using the Groups plugin. Ideas?

Thanks for asking but this isn’t possible with the extension as it is, sorry. Even if the submission notifications go to the admin, sending them out to people based on a teacher-student relationship is quite more complex and not built-in.

I’m a bit confused about the documentation about subscriptions. If I’m using Stripe with Gravity Forms and they buy a subscription, will this groups plugin (theoretically) be notified at some point if that subscription is terminated?

Hi, I hadn’t tested it yet because I’m still in disbelief such a feature is already in there! Pretty sweet if it works, I’ll definitely give it a try sometime. Do I have to do anything special to set it up, though? Like add some configuration into Stripe / PayPal?

Support for subscriptions is still experimental due to some technical details, but if you’d like to follow the indications given on the Group Memberships documentation page and give it a try I’d appreciate your feedback.

You simply need to set up a group and assign permissions as required, then assign the desired user to that group and that’s it. When logged in, the user will have the admin side according to the permissions assigned to his group.

Hi I am using your plugin with stripe integration I want to use recurring payments from stripe and have users groups be removed from the user if the recurring payment is not paid, does your plugin handle this?
I love the simplicity of this plugin but not sure it can cope with my needs, I have multiple groups but need the auto remove group to work

I would suggest you set up a test environment with Stripe in test mode, to make sure it works with those settings. Once you have assured that with your setup it works as expected, you can use live mode.

I purchased this plugin, but doesn’t quite do what I was hoping it seems, even though it’s very close to it. What I need is to allow an existing user (admin) to fill out a form to create a new user but have the ability to specify which group the user should be added to.

The reason for this is that users are not allowed to register themselves. The form that allows for the creation of the user is limited to Administrator roles. This form makes use of the User Registration Add-on for Gravity Forms.

I see it’s possible for an existing user to assign himself to a group by filling out a form that has a field with group choices, but I need it differently as explained as above.

Sounds like a good suggestion, currently you would have to use the form to add the user and then add the created user on the back-end. Can’t promise on an ETA for this feature but I think it’s worth looking at.

Hello,
I am using this plugin with Gravity Forms and the “Gravity Forms PayPal Standard Add-On”, and I am using the “Group Memberships for Payments” option to add users to a group when they have made a payment.

Now the problem is, currently when the User submits the form and does NOT complete the payment eg. click back or click cancel. They still get added to the Group.

I do have the Paypal add-on in Test mode haven’t tried a Live test.
However I wish for the User to be added to the Group, ONLY when a SUCCESSFUL payment has been made.

Hi,
you can create a page where you set the gravity form and protect the page with Groups plugin.
Only if you need to add users to groups automatically, based on form submissions, then you need this plugin.
cheers

Hi, sorry that’s not quite what I asked … basically we already use the groups plugin but a page on our site we have different content being displayed dependent on the group permissions. So can this plugin hide a form if they are not able to see it due to a group permission.

Kento, maybe you can shed some light on your groups for members addon?

This is the setup I’m thinking in doing:

When someone wants to read some of my articles (a specific category), I redirect them (through Groups 404) to a page ID where there is a gravity forms waiting for them (with your addon). Once they signup, they are added to a “Readers” group, which has the group_read_capabilities. They will then be able to read those posts that either have that capability or Readers restriction.

What happens if they come back later and they are not logged in? When they try to read one of those articles, they are redirected to the form again, but they’ve already signed up. Maybe there should be both a login and user registration link/form in that same page?

If you have a redirection in place with Groups 404 Redirect, then yes that will also apply if they have already registered but aren’t logged in. In general, I would agree with you in that it would be suitable to allow registered users to log in on the page they are redirected to, and for those who are not yet registered, either have the sign-up form there, or use a link to the page where the form allows them to sign up.

Not sure if this is a bug or user error, but never the less hoping for help:

Registering users work great, they’re placed in the groups as they’re supposed to.

But I’ve also made a form to enable the (logged in) users to edit their saved information. As a part of this I would also like them to be able to edit their group membership.

I’ve duplicated the registration form, and added a new “User registration” entry, using the “edit” instead of “register” option.

The outputed form presents all the groups as it should, but none of the groups are selected, even though the user already belongs to several groups. This might lead to confusion, as the users might think they’re not registered in groups when they actually are.

The shortcodes *almost* help me.. But it’s a quick fix to make it helpfull, I think. I’m adjusting the code, can I email you the changes so they might be included in the next version?

What I need is basically the groups_user_groups shortcode. But I also need to give the users the possibility to leave the groups they’ve signed up for. So, I’ll try adding the relevant codes from the leave_group shortcode to the groups_user_groups shortcode so that after listing each group there is also an option to leave that group. Whether or not to display the leave-option could be switched with a shortcode parameter, like sorting order, include, exclude etc.

The similar option for joining groups would be nice in the listing of available groups.

We followed the instructions before. We have a form where a submitter can make a selection and based on that selection, be added to a group. It’s a New User registration form. What we’re finding is that this user selection does not work for a new user, only a user that is already logged in, as stated in the instructions. We need this group selection process during the New User registration.

We did all that. If you notice, just below the “enabled” checkbox, it says “If enabled, registered users who are logged in and submit this form…”

We’re finding that this does not add *new* users to the group, only logged in users. If it supposed to work with new user registrations, then 1) the wording of the instructions is not clear, and 2) it’s not working that way in our testing.

In the next section, “Group Memberships for User Registrations,” we can enable and choose one group that all new users will be added to, but we’re wanting to add new users to groups based on the choice they make in the New User registration form.

No, this effectively adds new users to the groups as chosen in the appropriate field. Please review the settings as shown in your form, if they are not added for new users then you are missing a setting. Can you provide screenshots of your current settings?

I am having the same problem as Bret was. I have the fields enabled and set up as you show in your screenshots, and I have the appropriate groups created. Further, I have the form being used as a new-member registration form. However, no matter how I put the settings, the group is not being automatically generated for the new users. What do you recommend? Thanks!

You mention “… the group is not being automatically generated for the new users …” – it’s not supposed to create a new group. The groups must exist:

You’ve posted another comment here which was pending review and there you say “… The form is generating the information for the BuddyPress fields, but the user is not being added to the group. …” – do you mean you have created the groups in BP? This wouldn’t work then, you must create the groups in Groups, i.e. under the Groups menu, not in BP.

We’re using your plug-in with a client who has several membership levels. I’m wanting to assign the users to groups based on their membership level. Unfortunately, it appears this is only available for logged in users. We need this matching functionality for new user registrations and/or new user payments.

Is there a way to have this matching feature added to user submissions (using the Gravity Forms User Reg plug-in) for new users?

Hi, I’m trying to work out the best way to get customer info at time of registration. I could use this plugin but i’d have to buy Gravity at $199 when i already have WooCommerce, WooSubscriptions and several of your Groups plugins and it seems to me that what i really need is for the woocommerce signup panel on the “my account” page to require additional fields. At the very least i need first name and country. I’d then like customers added to a group for their country automatically. Can you advise on the best option or workaround?

Hi Sarah, I would use the checkout form where the customers provided their address as that is integrated in WooCommerce and pretty straight-forward. What you would need to have is a group assignment based on the country selection once the customer signs up. That can be done using the Groups API and appropriate hooks at customer registration (coding involved). Do you have a developer working with you?

Thanks for the feedback. I’m not working with a developer and have managed to do everything in-house so far with the help of handy plugins like yours. I’ve put in a help request to WooThemes too, as it seems so odd to me that there’s no option to request additional data from customers before giving them access. I’m not wanting to wait until purchase stage before getting this info when they are forced to supply it. It seems just such a basic marketing requirement – to have someone’s first name and country in order to communicate appropriately with them. But none of that adds them to the right group so i guess i may have to consider getting some help. Thanks for your input.

Thanks, I see. I think what you’re really looking for is a way to handle leads before they make a purchase decision. For that a form based on Gravity Forms would be useful and the integration with Groups is ready as well. Gravity Forms is well worth the investment, even though the price tag on the developer license may seem big, it’s well worth it taking into account the amount of time it saves setting up and handling forms.

Hi, just wanted to give you some feedback. I followed your advice and purchased Gravity Forms developer license. It’s working really well and was exactly what i needed. It’s been a lot of work but I now have a fully functional membership site using Groups with WooCommerce.

The only thing that’s really missing is some way to track what my customers are doing once logged in. Not necessarily on a user by user basis – I’m more interested in what’s getting my customers interest, how often they might be visiting and opening their subscribed content etc. Would love any advice on this.

Many thanks for your feedback, great to see this working on your site!

Google Analytics and Google Analyticator might be an option. What’s interesting is the idea of “… once logged in.” – definitely worth a thought, I’m not aware of any solution that would allow you to create an overall image of user behavior to that level.

This seems helpful, but falls short of being really useful. Other GF addons utilize “feeds” so that you can do multiple things in one form. For example, I can have a list of checkboxes, and if a user checks them all, they’ll be added to several MailChimp lists, instead of just one.

This plugin would be far more useful, if the user could create feeds and then based on which options are selected in the form, would then be added to multiple groups, or a different group. From what I can tell (I could be wrong), currently it will allow a small amount of customization in this regard. But it’s fairly limited and doesn’t auto-populate the Groups available. It just allows you to put them in as values, which will work “if they exist.” Try out the User Registration or MailChimp addons for great examples of how it could work.

There already is an option for that. You can have users added to groups based on a field, see the documentation page under the heading “Group Memberships for Form Submissions” – there is a screenshot which shows the option “Add users who submit this form to groups based on a form field?”. Isn’t that what you’re suggesting?

Well, yes, it does the same, but only to a point. The way it is now, you have to put in the group name into the field. It just leaves a lot of room for mistakes, and is different than all the official addons in the way you set it up.

They way the feeds work for other GF addons, it’s a separate “feeds” settings area where you link the form to whatever else (for User Registration you link it to a User Role, for MailChimp you link it to a email list). And they auto-populate the options, including an easy interface for linking the fields to a MailChimp list, user role, or whatever.

In this case it could be conditional logic similar to what’s on each individual GF field, but all in one “feed” setting. Here’s a sample screenshot of a rather complex feed that assigns users to MailChimp groups, within a list. Your addon here could offer the same “feeds” controls and within it, the same conditional logic setup: https://docs.google.com/file/d/0B5exS_8umrTLajhmdXVsTF85LVk/edit?usp=drivesdk

There is a third party Stripe integration for Gravity Forms that’s available both in free and pro versions. Will this plugin potentially integrate with any Gravity Forms payment gateway, or would I be better off using the WooCommerce version of Groups?

The Stripe integration for WooCommerce would be more complete and group memberships would be synced automatically based on orders. Also it integrates with WooCommerce Subscriptions. I reckon it depends on which platform better supports your use-cases.